See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,841 | $73,515-85.3% | $62,995-82.8% | $147,584-92.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 17.46% | 175.43%-158.0pp | 87.57%-70.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $894 | $3,320-73.1% | $2,759-67.6% | $4,876-81.7% |
| Participant deferral / active EE | $1,045 | $4,185-75.0% | $3,329-68.6% | $5,439-80.8% |
| Admin fee / account holder | $123 | $5,953-97.9% | $3,600-96.6% | $10,885-98.9% |